A detailed history of Ridgewood Investments LLC transactions in Ishares Tr stock. As of the latest transaction made, Ridgewood Investments LLC holds 64,132 shares of SHV stock, worth $7.09 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares
64,132
Previous 68,268 6.06%
Holding current value
$7.09 Million
Previous $7.55 Million 6.1%
% of portfolio
3.5%
Previous 3.95%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

SELL
$110.04 - $110.51 $455,125 - $457,069
-4,136 Reduced 6.06%
64,132 $7.09 Million
Q1 2024

Apr 10, 2024

SELL
$110.11 - $110.57 $179,809 - $180,560
-1,633 Reduced 2.34%
68,268 $7.55 Million
Q4 2023

Jan 11, 2024

BUY
$109.86 - $110.59 $2.4 Million - $2.42 Million
21,858 Added 45.5%
69,901 $7.7 Million
Q3 2023

Oct 20, 2023

BUY
$109.99 - $110.5 $4.68 Million - $4.7 Million
42,532 Added 771.77%
48,043 $5.31 Million
Q2 2023

Aug 07, 2023

BUY
$110.0 - $110.45 $606,210 - $608,689
5,511 New
5,511 $608,000

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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